Patty Cary
Client Liaison at OptiMed Health Partners- Claim this Profile
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Bio
Experience
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OptiMed Health Partners
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Client Liaison
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Aug 2021 - Present
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Gibson
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United States
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Insurance
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200 - 300 Employee
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Client Manager
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Aug 2019 - Aug 2021
Kalamazoo, Michigan
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Lighthouse, an Alera Group Company
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United States
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Insurance
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100 - 200 Employee
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Account Executive
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Jan 2017 - Aug 2019
Kentwood Responsible for new business sales in the small market (10 - 75 lives)
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Account Manager
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Jan 2014 - Jan 2017
Greater Grand Rapids, Michigan Area Worked side by side with Account Executives in managing the submission and proposal processes on new and existing clients and by working as one of the critical members of the Client Team. Retained clients by developing strong relationships built on the highest degree of customer service and technical know how and by providing proactive services.
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Meridian
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United States
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Hospitals and Health Care
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700 & Above Employee
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Benefit Consultant
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May 2013 - 2014
Greater Grand Rapids, Michigan Area I am responsible for educating seniors and the community about Medicare products; generating enrollment leads and referrals; enrolling seniors in the Meridian Medicare Advantage plan; and presenting plan information at community-based seminars.
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Acrisure
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United States
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Financial Services
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700 & Above Employee
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Account Executive
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Nov 2011 - Nov 2012
Caledonia Managed $400K-600K in annual sales to mid- and large-market clients. Identified opportunities, analyzed needs, and delivered customized solutions. Conducted sales presentations. Developed and maintained strong client relationships. Ensured excellent customer service.
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Mercer
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United States
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Professional Services
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700 & Above Employee
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Senior Associate
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Feb 2004 - Dec 2011
Consult with current book of clients in long- and short-term strategy planning, benefit re-design, funding, employee contribution strategies, consumer engagement, vendor management, medical vendor and network selection, benchmarking and regulatory guidance. Oversee the coordination of internal and external resources involved in all aspects of managing clients. Provide project management and consultative assistance to a number of clients in both the private and public sectors including church… Show more Consult with current book of clients in long- and short-term strategy planning, benefit re-design, funding, employee contribution strategies, consumer engagement, vendor management, medical vendor and network selection, benchmarking and regulatory guidance. Oversee the coordination of internal and external resources involved in all aspects of managing clients. Provide project management and consultative assistance to a number of clients in both the private and public sectors including church organizations, automotive manufacturers and suppliers, high-tech and industrial manufacturing companies. Show less
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Account Executive
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2000 - 2002
Responsible for increasing membership and retention within an assigned territory for groups with 100 or more employees. Led, formulated, and implemented long- and short-range strategies and account plans and resource deployments in support of territory initiatives and the sales and retention premium goals. Developed, implemented and maintained effective and efficient face-to-face contact with executive level account management and decision-makers. Interfaced with various levels of internal… Show more Responsible for increasing membership and retention within an assigned territory for groups with 100 or more employees. Led, formulated, and implemented long- and short-range strategies and account plans and resource deployments in support of territory initiatives and the sales and retention premium goals. Developed, implemented and maintained effective and efficient face-to-face contact with executive level account management and decision-makers. Interfaced with various levels of internal and external customers, explaining marketing concepts, resolving complex problems and administrative issues, and discussing proposal and retention activity. Provided the customer information related to alternative methods of healthcare delivery, which included financial alternatives such as funding options. Explored possible jeopardized client situations and developed sales and service strategies to retain the group. Implemented and maintained an effective proactive resell process thereby increasing premium income in existing markets. Coordinated and assisted in education and training of group contact personnel and members of Blue Cross and Clue Care Network benefit programs. Show less
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Sales Representative
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1997 - 1999
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Group Service Representative
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1991 - 1996
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Member Services Rep
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1985 - 1990
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Education
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Davenport University
Business Administration and Management, General -
Butterworth School of Nursing
N/A, Nursing -
University of Michigan
N/A, Literature Arts and Science -
Shelby High School